learn to earn
Shenzhen
Joined November 2020
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尽管比不上火热的6月， @Collector_Crypt solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp 业务依然稳定，每月的revenue接近10m。虽然目前token utinity还没有明确，不过团队已经进行了回购和销毁，且每季度都会空投0.75%的代币给社区。无论是业务还是团队还是项目方对代币的重视，慢慢积累 $cards 会是一个不错的选择。
The Quarterly solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp non-drop is now live.
15,000,000 solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp tokens. 0.75% of total supply.
Head to claim.collectorcrypt.com to redeem.
gm ethereum:0x808507121b80c02388fad14726482e061b8da827
Update on effectiveautist.eth.
ethereum:0x808507121b80c02388fad14726482e061b8da827 DCA still running. Then the Safe swept 150.108K ($254k) to the EOA and it went straight into sPENDLE.
Same machine: CoW $5k/day into the Safe → send to effectiveautist.eth → stake.
Pendle V2 now shows 678,252 sPENDLE ($1.15M). Last check here was 382k / $620k.
Not a one-off buy. Watch the next sweep.
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Asher retweeted
Update on effectiveautist.eth.
ethereum:0x808507121b80c02388fad14726482e061b8da827 DCA still running. Then the Safe swept 150.108K ($254k) to the EOA and it went straight into sPENDLE.
Same machine: CoW $5k/day into the Safe → send to effectiveautist.eth → stake.
Pendle V2 now shows 678,252 sPENDLE ($1.15M). Last check here was 382k / $620k.
Not a one-off buy. Watch the next sweep.
👀 effectiveautist.eth's staked $PENDLE position just grew to $620K
🔒 Fresh 80.023K $PENDLE (around $130K) staked 11 minutes ago, arriving from a linked Safe and going straight into sPENDLE
📥 Under the hood, that Safe has been dollar-cost-averaging $PENDLE with WETH via CoW almost daily for over a month, small clips each time
🐋 Total staked position now 382,286 $PENDLE, up from 302K last check
📈 $PENDLE is up about 9% on the week, so this stake keeps compounding into strength
A patient, systematic accumulation feeding a growing directional $PENDLE stake, not a one-off buy.
arkm.com/explorer/address/0x…
现在新链已经越来越不需要所谓的原生项目了，Monad上近10亿tvl分布在aave @aave ,Euler @eulerfinance ,Pendle @pendle_f, Morpho @Morpho 里，Robinhood 则主要在Morpho和Uniswap上。
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一份“代币转股权”提案，引发了 $CFG 的价格暴跌。
截至我核验时，CFG 过去24小时下跌约17.4%。
Centrifuge 还没正式完成投票，但市场已经先用价格投了一张反对票。
为什么？
🧵 1/12
Centrifuge has published a governance proposal: exploring a transition from token to equity.
The CFG token was designed for a different Centrifuge. The business today is institutional infrastructure, and the token structure has become a constraint on the partners we can work with and the capital we can raise.
The proposal explores giving eligible CFG holders the option to convert tokens into equity.
This is a request for comments, not a decision. The comment period is open for 14 days.
Read the proposal and comment here: gov.centrifuge.io/t/cp172-ex…
Coinbase 和IOSG今年也对 Centrifuge 做了战略投，不知道他们怎么想。
在投票前，团队应说明：
• 有哪些潜在的投资机构
• 拿到的是代币还是股权
• 现有投资者如何进入新 cap table
• CFG 转换者与机构投资者是否真正同权
这些不是细节，而是交易的核心。 11/12
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